SIFTSORT.COM Information

WHAT WE DO – SECURE DOCUMENT STORAGE, SHARING, MESSAGING We provide a better way for professionals and clients to securely chat, collaborate and share important documents helping to streamline work-flow and create better efficiencies to service client needs. We can secure the most sensitive data that needs to be shared outside your firm and safely connect clients with their professionals. WHO WE ARE Founded by former Goldman Sachs & Co. technology executives, we have been designing, developing and implementing secure platforms for the financial services sector over the past 15-years at firms such as Goldman Sachs, AXA Equitable, Bank of America, Merrill Lynch, American Express and more. TURN-KEY SOLUTIONS FOR SMALL AND MEDIUM SIZE BUSINESSES CPA firms, Financial Advisors/Planners or Agents can use Siftsort for Professionals (www.siftsort.com) to securely manage and share important documents for all their clients. Clients use Siftsort for Personal use for FREE (www.siftsort.com) to organize their own important documents. Now both parties can securely collaborate with just a few clicks of the mouse (via live chat, secure file/folder sharing, email, fax and more). FULLY INTEGRATED SOLUTIONS FOR ENTERPRISES We private label our two platforms to some of the largest financial institutions in the United States so that professionals and clients can securely share documents and easily collaborate from their own customer portal, never leaving their company website. We also log activity for daily Compliance reporting. WE OFFER A BETTER PLATFORM - NOT JUST DOCUMENT STORAGE Our goal is to provide both the professional and the consumer with their own private platform so that each party can organize their own important documents, then securely share, chat, email or fax when needed. We find that when clients are securely connected to you, they stick with you. U.S. Patent No. 9,280,670